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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Nadav S

Series 63, Series 65

New York, NY

IDB Lido Wealth, LLC

Nadav Schwartz is a financial advisor at IDB Lido Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and UBS Financial Services. IDB Lido Wealth, LLC is an SEC-registered investment adviser providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, pooled vehicles, institutional accounts, trusts, and charitable organizations. The firm employs an integrated wealth management approach using equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Executive Founder/Business Owner
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Drew G

Series 63, Series 66

New York, NY

IDB Lido Wealth, LLC

Drew Graves is a financial advisor with IDB Lido Wealth, LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Prior to joining IDB Lido Wealth in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, he owns Soaring Student, LLC, where he provides tutoring and consulting services, and also offers wellness and dating advice primarily for men experiencing divorce. IDB Lido Wealth, LLC is an SEC-registered investment adviser serving institutional accounts, high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs an integrated wealth management approach that includes equities, fixed income, alternatives, and options-based strategies, and utilizes both affiliated and independent sub-advisers to implement client programs.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Executive Founder/Business Owner
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